userdocs:how-to:ch2:enter_a_new_patient_account_from_a_referral [wikiVMIS]

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=====How To: Enter a New Patient Account from a Referral=====

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**Search to see if there is an existing client and/or patient. See the section above for multiple ways to access this information. From this search you will be able to say whether they have an existing account or they are a new client and/or patient.  Duplicate accounts create confusion and issues in the future. Please ensure that this is truly a brand new client or patient BEFORE creating a new account/patient number.**

<color #ed1c24>For a client that has an existing account</color>

From the main VMIS window, select the **Client Services** menu option from the top of the screen.

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From the dropdown, select the **admissions** option.

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The **pre-admissions screen** will appear.  Select the button in the top left hand corner labeled **new**.
S
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Search the owner and patient that have existing accounts using the case number, patient name, first name and last name, account number, or account name.  

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When the desired patient is located, select the patient name from the box at the bottom of the screen and select OK. 

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The admission screen will be automatically filled out with the selected patient’s information.  BEFORE entering any additional information, select the tab at the top of the admission screen labeled Primary rDVM.

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Once on the Primary Referring Vet tab, select the select option towards the top of the screen.

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This will bring up the Referring Veterinarian Selection Screen. Search the desired Referring Vet using the 
Veterinarians First Name, or Last Name, or Clinic Name, or Address, City, State, Zip Code, or Vet ID.

Once the Veterinarian is found, highlight the veterinarian profile and select OK, or just double click the profile.

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Select the Owner Tab at the top of the screen.  Fill out the new **Client Information**.

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Select the Patient Tab at the top of the screen.  Fill out the new patient information

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*If the patient is not being admitted/not scheduling an appointment, select the button at the top of the screen labeled save.

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**If the patient is being admitted or scheduling an appointment**

Select the **Admission Record** Tab.  Ensure everything is properly filled out and select the Schedule button next to the appointment field.

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The Select an appointment screen will appear.  To filter the appointments by department, select the dropdown in the top left corner of the select an appointment screen. 

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Select the desired department.  A list of all available appointments will appear.   To see appointments only for 
the current date for the department selected, click the check box next to the date drop down at the top of the screen.  

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To see appointments for a certain date, click the dropdown and select the desired date.


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Double click the desired appointment or highlight the appointment and select the OK button at the bottom of the 
screen.  The senior and attending clinicians will automatically be filled in.


If everything is entered completely and correctly, the admit button will be available to click. See below for the exception to this rule – Collector’s status accounts.   Select save on this screen if not admitting.  Save button is located next to the admit button.

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If an appointment was scheduled, return back to the scheduled appointments tab and select the heading towards the top of this screen labeled case number.

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The appointments will now be sorted by case number and those without a case number will be at the top.  Notice that the appointment just created does not yet have a case number.  Highlight the patient account and select the dropdown arrow next to the pre-admit button.

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From the dropdown, select the **Generate Case #** button to assign a # to the case.

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If no appointment was scheduled, you can return back to the **Pre-Admissions** screen and select the tab towards the top of this screen labeled pending appointments.  

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View the **pending appointments** by the date they were added by clicking the date added field name.

{{ :userdocs:how-to:ch2:save_as_pending_appointments.png |}}

The appointments will now be sorted by date.  Notice that the appointment just created does not yet have a case number.  Highlight the patient account and select the dropdown arrow next to the **pre-admit button**.

From the dropdown, select the **generate case # button** to assign a # to the case.

{{ :userdocs:how-to:ch2:preadmit_generate_case_number.png |}}